WorkGuru Integration

The integration was done by Workguru. It support the following features:

• Upload a bill/receipt within Workguru, directly to a project. Then, EzzyBills will handle the data extraction.
• Upload bills or receipts within EzzyBills. Then assign a project to each transaction within Workguru.
• Purchase Order Matching.

The EzzyBills & Workguru integration means that you can upload receipts as PDFs and documents straight to your project. If your team have to order something adhoc to get a project done, they can account for those costs right away, so you aren’t hit by hidden costs at the end of the month. 

You can make use of EzzyBills ability to read and interpret receipts without leaving the WorkGuru platform. At the same time, it lets you keep Xero, EzzyBills and WorkGuru updated with minimal effort, as the information entered will push to all three in a matter of seconds.

EzzyBills supports Purchase Order (PO) Matching with WorkGuru, allowing for seamless synchronisation between your purchase orders and supplier bills. 

Get Started

• Step 1: sign up a free trial EzzyBills account: go to https://www.ezzybills.com/ and sign up a fresh trial account. For the sign up form, for Integrate With, choose “WorkGuru” (screenshot)

• Step 2: Set up a WorkGuru account at https://workguru.io/.
• Step 3: Follow the guides below to connect EzzyBills and WorkGuru, upload document and assign projects.

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Purchase Order Matching

Follow the steps below to set up and use this feature. 

First, You need to create the following workflow.

Now make sure the EzzyBills Integration settings are set in Workguru, including the Webhook settings from EzzyBills (Settings>Advanced>Webhook token)

Now you can create a purchase order that is linked to a project.

Projects>Dashboard>Select Project

Then click Add Purchase Order

You can then create a purchase order in WorkGuru, then click Save and Approve. This Purchase order will then get pushed to EzzyBills.

When the Bill arrives, you can upload to the WORKGURU_POMATCH

Workflow. EzzyBills will match the PO with bill then notify WorkGuru. Workguru will then update the PO with the received quantities, the invoice data and invoice number and the dill  PSDF will get attached to the PO.

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Additional resources on the WorkGuru Website

Instruction on the WorkGuru Website for EzzyBills Integration